Create a contact in ActiveCampaign when a specific customer is created in Chargebee

■Overview

Manually adding new customer information from Chargebee to ActiveCampaign every time a new customer is registered is not only time-consuming but also prone to input errors. By using this workflow to integrate ActiveCampaign with Chargebee, you can automate the entire process from customer registration to contact creation and smoothly resolve these issues. Free yourself from inefficient manual tasks and focus on more important work.

■Recommended for

• Those who find it time-consuming to manually transfer data between Chargebee and ActiveCampaign
• Those who want to quickly launch marketing activities based on customer information in Chargebee
• Those who want to eliminate input errors when registering contacts in ActiveCampaign

■Benefits of using this template

• Customers created in Chargebee are automatically synced to ActiveCampaign, reducing the time spent manually registering contacts.
• Eliminating manual data entry helps prevent human errors such as incorrect information and missed data transfers.

■Flowbot steps

1. First, connect ActiveCampaign and Chargebee with Yoom.
2. Next, select Chargebee as the trigger and set the action to “When a customer is created.”
3. Then, set up branching in the operation so that subsequent actions run only when specific conditions are met.
4. Finally, select ActiveCampaign in the operation and set the action to “Create a contact” to create a contact based on the customer information retrieved from Chargebee.

※ “Trigger”: An action that initiates the flow. “Operation”: An action that processes data within the flow after the trigger runs.

■Customization options

• Set your preferred conditions for the branching feature based on the customer information retrieved from Chargebee. For example, you can filter customers so that only those subscribed to a specific plan proceed.
• When creating a contact in ActiveCampaign, choose which information retrieved by the trigger to map to each field, such as the name and email address.

■Notes

• ‍‍Connect both Chargebee and ActiveCampaign with Yoom.
• See below for how to retrieve information from Chargebee.
  See how to retrieve information from Chargebee
• Branching is an operation available on the Mini plan and higher. On the Free plan, configured Flowbot operations will result in an error.
• Paid plans, such as the Mini plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.